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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
526
Beacon Financial Group
Texas
$373K – – –
KRSITF
527
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$369K -$38.4K -325 -10%
SRC
528
Shufro Rose & Co
New York
$364K – – –
BFS
529
Bradley Foster & Sargent
Connecticut
$360K +$25.4K +215 +8%
VBCG
530
Valley Brook Capital Group
Pennsylvania
$358K -$19.7K -167 -6%
FCI
531
Financial Counselors Inc
Kansas
$352K -$5.78K -49 -2%
LIG
532
Lokken Investment Group
Delaware
$352K -$1.77K -15 -0.5%
CT
533
Coastline Trust
Rhode Island
$350K -$4.13K -35 -1%
RMDI
534
R.M. Davis Inc
Maine
$350K – – –
CA
535
Clearstead Advisors
Ohio
$343K +$7.32K +62 +2%
QVT
536
Quantitative Value Technologies
Kansas
$342K +$320K +2,707 New
AAS
537
Avantax Advisory Services
Texas
$340K +$25.5K +216 +9%
FF
538
FourThought Financial
Florida
$338K +$16.9K +143 +6%
WG
539
Welch Group
Alabama
$334K +$312K +2,641 New
HW
540
Hancock Whitney
Mississippi
$333K – – –
BIA
541
Barry Investment Advisors
Massachusetts
$332K +$5.08K +43 +2%
V
542
Veritable
Delaware
$330K +$236 +2 +0.1%
SC
543
Saybrook Capital
North Carolina
$329K – – –
EM
544
Excalibur Management
Massachusetts
$326K -$38.4K -325 -11%
CFA
545
Carroll Financial Associates
North Carolina
$325K +$2.71K +23 +0.9%
AIA
546
Affinity Investment Advisors
California
$324K -$15.5K -131 -5%
IWC
547
Integrated Wealth Concepts
Massachusetts
$324K +$302K +2,561 New
FFBTD
548
First Financial Bank - Trust Division
Ohio
$316K -$12.5K -106 -4%
SS
549
Simplicity Solutions
Minnesota
$315K -$307K -2,601 -51%
FHA
550
Flagship Harbor Advisors
Massachusetts
$313K -$92.5K -784 -24%
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